Envestnet Asset Management
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Envestnet Asset Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Envestnet Asset Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.52M Buy
2025
Q1 		$781K Buy
2024
Q4 		$581K Sell
2024
Q3 		$642K Buy
2024
Q2 		$428K Sell
2024
Q1 		$488K Buy
2023
Q4 		$476K Buy
2023
Q3 		$346K Buy
2023
Q2 		$228K Buy